Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$28.8B
AUM Growth
+$1.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,756
New
Increased
Reduced
Closed

Top Buys

1
+$66.8M
2
+$53.7M
3
+$51.8M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$34.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$30.1M

Top Sells

1
+$50.3M
2
+$48.9M
3
+$35.3M
4
BA icon
Boeing
BA
+$34.4M
5
TJX icon
TJX Companies
TJX
+$26.3M

Sector Composition

1 Financials 11.71%
2 Healthcare 11.59%
3 Technology 11.47%
4 Industrials 9.29%
5 Consumer Discretionary 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$1.3M ﹤0.01%
27,220
+16,183
1352
$1.29M ﹤0.01%
8,774
-217
1353
$1.29M ﹤0.01%
95,717
-5,794
1354
$1.29M ﹤0.01%
12,143
-25,888
1355
$1.29M ﹤0.01%
61,350
-16,025
1356
$1.29M ﹤0.01%
20,925
-26,062
1357
$1.29M ﹤0.01%
66,797
-31,150
1358
$1.28M ﹤0.01%
76,067
-33,529
1359
$1.28M ﹤0.01%
22,029
+160
1360
$1.28M ﹤0.01%
54,669
-61,375
1361
$1.28M ﹤0.01%
38,930
-6,421
1362
$1.28M ﹤0.01%
53,835
-121
1363
$1.28M ﹤0.01%
30,464
+3,021
1364
$1.27M ﹤0.01%
86,878
-142
1365
$1.27M ﹤0.01%
64,753
+25,241
1366
$1.27M ﹤0.01%
67,178
+531
1367
$1.27M ﹤0.01%
87,684
+47,816
1368
$1.26M ﹤0.01%
35,751
+522
1369
$1.26M ﹤0.01%
24,222
-594
1370
$1.26M ﹤0.01%
91,165
+3,730
1371
$1.26M ﹤0.01%
437
+8
1372
$1.25M ﹤0.01%
57,200
+3,437
1373
$1.25M ﹤0.01%
133,010
+1,975
1374
$1.25M ﹤0.01%
40,360
+6,706
1375
$1.24M ﹤0.01%
33,324
-720
53 54
55
56 57